Purpose-built tax compliance software for Australian property funds and their advisors. Automate work, strengthen governance, and improve collaboration.
Trusted by Australia's largest REITs, institutional investors, and their tax advisors.
Other software tries to suit all industries, all entity types, and multiple jurisdictions. We specialise in Australian property funds.
Work with software built from the ground up with funds in mind. Industry specialisation allows us to implement quickly, offer relevant best practice out of the box, and build to your needs without compromising for a more widely applicable solution.
Facilitate accurate distribution calculations then generate the outputs you need - Annual Tax Statements/AMMA, ITRs, Fund Payment Notices, WHT recs, and AIIRs.
Demonstrate robust tax governance to your Board and auditors with automated validation rules, segregated approval workflows, complete audit trails, and exception reporting that surfaces risks before they become issues.
Turn your compliance data into strategic insights: track changes across properties, identify tax leakage, model distribution scenarios, and provide analytics that demonstrate your tax function's value to the business.
Comprehensive tools designed for every role in your organisation
Works with Yardi, SAP and other ERP systems. Automatically compares TBs to prior year and prior versions and runs automated checks. Bulk upload for TB, fixed assets, entity and property details, and more.
Automated adjustments, prompts user for specified manual adjustments, comparison to prior years and versions, automatic reasonableness checks.
Applies your expense allocation policy and distribution policy with ability to override, generates PDF Annual Tax Statements/AMMA and Fund Payment Notices, withholding tax reconciliation, reasonableness checks.
Auto-populated ITRs. Assists in resolving ATO validation errors. ATO form style reports. ATO accepts lodgement from and confirms success directly into our system.
Replace email chains and spreadsheet version control with in-platform query management, multi-level approval workflows, and granular access controls. Give external advisors, Finance, and Property teams secure access to exactly what they need to see - nothing more.
A single view of tax rules (mapping, expense allocation and cash distribution policy). Manual overrides allowed but flagged. Automated detective and preventative controls.
Comprehensive status tracking, role-based access controls, and automated locking of reviewed calculations.
Version control, audit trails and a single source of truth for all your tax calculations.
Exception reporting and compliance oversight dashboard to identify and address issues proactively.
Review and sign-off in bulk across multiple entities to save time and ensure consistency.
API, bulk import/export capabilities and a live reporting database for advanced analysis or direct population of e.g., distribution minutes.
Customisable and out of the box reports and dashboards. Both in the system or in your reporting tools e.g., Power BI.
Unit cost base tracking with deferred tax adjustments, and unrealised CGT reports.
Comprehensive vendor due diligence reporting with deferred tax adjustments, and unrealised CGT reports.
We configure 325 to use your tax rules, your distribution and expense allocation policies, track your workflow steps, understand your TB, and flow data into your reports or back into your systems.
Understand your objectives and give you an overview of the platform
Ensure it works for your users, your data, your expectations before you sign
Agree fees, term and billing details
Upload entity and financial information, verify results, configure workflow and permissions, train users
We meet with you on a regular basis to help you make the most of 325.tax
We are ISO 27001 certified and are certified by the ATO as compliant with their Operation Security Framework.
Independently audited against the international standard
You decide who sees what, and what actions they can perform.
Australian hosted with isolated data storage and compute per client
Sign in with your corporate Microsoft account with MFA enforced
Easily control who can access which fund, who has the right to query, edit, signoff, lodge, etc.
Eliminate the security risks of emailed spreadsheets and shared drives. Sign in using your corporate Microsoft Account with enforced MFA. Actions are logged with user attribution for audit trails.
Founded by former big 4 tax professionals who spent decades building, using and refining tax compliance solutions for large property funds. We understand both the technical requirements and the operational realities of fund tax compliance.
This insider perspective and single focus allowed us to design a tax technology solution that really works for property funds and their tax advisors.
To achieve our mission and become the trusted tax technology provider to property funds we are investing heavily in our platform, our team, and our client relationships. We are building an enduring company where our people can deliver the best work of their careers and see the impact it makes to our clients.
Join Australia's leading property funds. We work with listed REITs, superannuation funds, institutional investors, and their tax advisors.
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